Introduction to Data Capture. Module 6 презентация

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● Module 6 -- Introduction to Data Capture
Introduction to Data Capture
Introduction to Data Capture
Fields and field types
Adding processing queues
Queue properties
Fixed page separation
Automatic batch naming
Document class fields and properties
Sample pages
Setting up data or index zones
Page level bar code setup
Export connector setup for exporting data
Validation module
Validating captured data

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Fields and Field Types
A Field is a container for data. For example, the bar code circled on the right encodes data for the Customer Number field. The Customer Number field will hold the data.
A Field Type is a SQL Data type template or profile. It sets the rules for what kind of data a field will accept.
A field type is a required component of an index field.

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Create a Field Type
Create a new field type in one of three ways:
Click on the Field Type icon in the Quick Access Tool Bar
Right mouse click in the Definitions Panel | Field Types tab and select “New Field Type…”
Click on “Field Type” icon on the Insert panel

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Field Type Properties
Assign a Name
Assign an optional Description
Choose one of the 11 SQL data types
Click [Save] the field type settings are complete
Assign maximum number of characters
Subtypes are available for Email and Fax

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Field Type Properties – Support Local Format
Support Locale Format option allows operators to enter values in their locale format. Only available for Date, Time, Decimal, Double, Float, Real, Integer, SmallInt, and Numeric data types.

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Field Types are Created and Available
This field type will allow from 0 – 20 characters or numbers
Field types are created and available for batch class fields, document class index fields, and folder class fields

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Accessing the Batch Class Properties
To access the properties of a batch class, right mouse click on the batch class and select [Properties] or click on the Properties icon in the Home tab in the ribbon.
For this batch class, documents will be scanned and the bar code will be read on a page-level at scan time, the data will be validated and then the data and documents will be exported.

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Adding the Validation Module
Highlight Validation and select [Properties] to set the properties
Validation properties include “Allow batch editing.” If checked, the validation operator would be able to do things like rotate and save pages, reorder pages in the batch, etc.

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Changing Separation and Form Identification
Batches created using this batch class will contain documents with a fixed number of pages. (The number of pages will be determined when the form type is defined.)

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Automatic Batch Naming
Use the Batch Naming tab to configure the default naming convention for batches created using this batch class.

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Determining the Default Batch Naming Convention
A sample format of the batch name is created reflecting the selected values.
Select the values from the supplied list of available values and click [Add].
The format of the batch name will reflect the values selected from the list below.

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Setting Document Class Properties
Right mouse click on the document class and select [Properties] or click on the Properties icon in the Home tab in the ribbon to access the properties of the document class.

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Document Class Setup -- Adding Index Fields
Click “New Index Field” to add an index field
Set the document class properties

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Index (or Data) Field Settings
(We’ll discuss the other settings in later training modules.)
Overtype “Name0” with the index field name.
Enter a different value for Display Label if the label viewed by the Validation and Verification operators is to be different than the field name.
Select from the dropdown for Field Type.

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Saving Index Fields
Click [OK] when settings are complete
Create additional index fields as required.
For convenience, a new field type can be created right from the Document Class Properties window by clicking on [New Field Type]

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Adding Index Fields to the Export Connector
Click [Add], then…
Select index fields from the fly-out menu options.
As soon as [OK] is clicked on the Document Class Properties window, Kofax Capture will open the export connector setup window
Click [OK] when all index fields have been added

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Modifying Form Type Properties
Right mouse click on the form type and select [Properties]

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Setting Fixed Number of Pages
Since “Kofax Fixed Pages” is being used as the method of separation for this batch class, the number of pages must be set for the form type here.

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Setting Page Level Barcodes
Accept the “Kofax 3 of 9 Bar Code” profile. There is only one bar code per line.
Two bar code options are available out-of-the-box: “3 of 9” and “128”. If the bar code is a different type, these standard profiles could be edited (via the [Edit] button).

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Sample Pages
Kofax Capture uses template-based extraction.
Elements (for example, data to be extracted) on structured documents is consistently located in the same location.
A template that closely approximates the pages being input or scanned in production can be utilized to define all the actions Kofax Capture needs to perform in production.
A sample page is a template.
Administrators use sample pages in the Administration module to define the specific locations (via zones), the activities to be performed, and the technology to be used by Kofax Capture.

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Requirements and Guidelines for Sample Pages
A sample page is required when:
Setting automatic form identification
Defining zones for indexing, recognition, registration, or separation
Setting page-level barcodes
Requirements/guidelines for creating a sample page include:
Input using same make/model of scanner as used in production
Input using same resolution (dpi) as used in production
Must have same number of pages as production documents
Must be a TIF file – no eDocuments

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Adding Sample Pages
BEFORE adding sample page(s), make sure that the scanner properties replicate what is being used in production
Right mouse click on the form type and select [Add Sample Pages]

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Set Scanner Properties to Match Production
REMEMBER: Capture sample pages using the same make/model of scanner as used in production and the same resolution (dpi) as
used in production.

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Scanner Properties and Profiles
Source Properties provide parameters for continued use after being setup once
Scan resolution (examples:100, 200, 300 dots per inch [dpi])
Paper size (examples: legal, letter, A4)
Blank Page Thresholds
Color modes (color or black-and-white scanning)
Orientation (landscape versus portrait)
Simplex versus duplex mode
Advanced properties
Scanner Profiles provide parameters for attached scanners
Scanner settings are defined once
Profiles can be selected from an available list
Scanners may have multiple profiles for added flexibility

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Select the Scan Source
Click the [Edit Scan Source Settings] icon
Select the scan source

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Set the Source Properties
Source Properties change based on the scanner installed
Select [Options] to review or define scanner options

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Scanner Options
Additional scanner options are available based on the scanner

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Advanced Properties
Select [Advanced] to review or define additional scanner properties

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Advanced Options – the VRS Interactive Viewer
The [Advanced] button launches the Kofax VRS Interactive Viewer for configuring VRS-related scan settings

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Save Scan Settings as a Scanner Profile
Give a name to the scanner profile
Click [OK] to save the profile
A scanner profile saves all the properties set-up for the scanner
Click on [Save] to launch the “Save Scanner Profile” window

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Naming and Loading Scanner Profiles
Normally, when a batch is opened in the Scan module, Kofax Capture searches for and loads scan profiles in the following order:
Looks for a profile with the same name as the batch class for that batch.
If there is none, then looks for a profile called "Default".
If there is none, then leaves the existing profile in place (if any) or defaults to the default settings of the scanner.
Therefore, if specific settings for a batch are desired to load automatically at scan time, create a scan profile with the same name as the associated batch class.
VRS Profile
(Product Orders)
Scanner Profile
(Product Orders)
Batch Class
(Product Orders)
Automatically loaded
Automatically loaded

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Saved Scanner Profile Source Files
Scanner profiles are stored as .ini files in a directory created by Kofax Capture identified by the scan source in the following directory: ProgramData\Kofax\Capture\Local\ScannerProfiles [scan source]

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Viewing Scanner Profile File Contents
Opening the scanner profiles in a test editor (Notepad) will display all the scan settings

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Centralized Scanner Configuration
Once created, scanner profiles can be shared over the entire Kofax Capture network in a client-server deployment.
When setting the profile at one client station, an option is provided to save the profile to the Kofax Capture server.
All other clients logged-in can access that profile.
Kofax Capture Server or Central Site
Kofax Capture Client
Kofax Capture Client
Kofax Capture Client

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Capture the Sample Page
Scan or import the sample page.

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The Sample Page is Ready for Setup
A sample page icon is attached to the form type. When expanded, place holders for zones are visible.

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Setting up Page level Bar Codes
Associate the index field(s) with the bar code(s) on the page. When done, click [Add].
The (skip bar code) function may be used multiple times.
Expand the Sample Page icon and select [Page Level Bar Codes], then [Properties]
Page level barcodes are read left-to-right and top-to-bottom.

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Adding Index Fields
In addition to the page level barcodes, we also want to capture a value for the customer name

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Fields and Field Types
Use the zoom tool to magnify the area for enhancing accuracy when drawing a zone.

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Choose the Index Zone Icon
Select the “Index Zone” icon from the Insert tab

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Draw the Zone and Configure the Properties
Leave extra room on the right to accommodate longer values than the sample. Release the mouse button.
With the left mouse button depressed, draw a box around the element.
When the Create Index Zone window appears, select the associated field from the dropdown.
Click [OK] to complete the setup.

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Publish After Changes
Remember, publishing after changes are made to a batch class makes these changes effective for all new batches.

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Creating the Batch
Because Fixed Pages was selected as the separation method, documents are separated automatically at scan time.
In processing the batch, first open the Scan module, create the batch, and capture the documents.

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Opening the Validation Module
After the Scan module is closed, the Validation queue is opened from the Kofax Capture program group.
Remember, in this batch class, Validation was configured as part of the workflow

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Selecting and Opening Batches
When the Validation module is first opened, the operator is prompted to process batches that are ready and waiting.

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Validation Module – Processing the Batch
The Validation model consists of an index panel (where index data can be entered or changed) and a viewer panel where the images are displayed.

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Manual Data Entry
In this batch, the value for the Customer Number field was acquired when the bar code was read
The Validation operator can enter data from the image which has not been automatically extracted.

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Validation Module
Right mouse click on the Kofax button to expose view options

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Validation Module Options
Left mouse click on [Options] provides for settings designed to enhance the Validation operators’ productivity and accuracy
NOTE: The Tab key is the default termination key.
Left mouse click on the Kofax Button to expose the menu items

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Filtering Batches
Batches can be filtered for selective viewing and processing
Select the criteria, and then apply the settings to filter the batches

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Display Options
From the View tab, a variety of settings are available to enhance the display of the documents and data in the batch, including the Batch Contents window

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Lock Toolbars and Restore Defaults
Lock Toolbars and Restore Defaults features provide a convenient way to lock all docked toolbars and panels in place, and to recover them if undocked and lost.

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Run the Export Module
At the conclusion of the Validation operation, run the Export module to archive the data and the documents.

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Demonstration
Field types, bar code setup, sample pages, setting up zones, using the Validation module, processing data
Demonstration